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Dementia Resilience with Jill Lorentz Radio Show
July 30, 2017 @ 10:00 am - 10:30 am
My guest this week July 30, 2017was with Death and Tax Attorney, Klaralee Charlton. We talked about some of the top Tax Considerations for Aging Parents. Topics include whether a parent needs to file a tax return, how children can communicate with the IRS on a parent’s behalf, tax deductions for aging taxpayers, and how to deal with a parent’s home. Klaralee Charlton is a Shareholder with Katz, Look & Onorato, P.C. As part of her practice, Klaralee guides clients through the process of administering a loved one’s estate with a focus on minimizing estate and income tax liability. She also works with clients to ensure ongoing tax compliance and prepares estate and trust income tax returns annually. firstname.lastname@example.org 303-832-1900